Tesla's Model Y Tops U.S. EV Sales with Over 92,460 Units in 2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 14 2026
0mins
Should l Buy F?
Source: Benzinga
- Sales Leadership: Tesla's Model Y sold over 92,460 units in Q4 2025, with a total of 357,528 units for the year, despite a 4% decline from 2024, maintaining its position as the best-selling EV in the U.S. and demonstrating strong market competitiveness.
- Market Share Growth: Tesla's EV market share surged to 58.9% in Q4 2025, with total sales reaching 589,000 units, partly due to legacy automakers scaling back their EV efforts, further solidifying Tesla's leadership in the electric vehicle market.
- Intensifying Competition: Ford's F-150 Lightning became the best-selling electric pickup in 2025, selling 27,307 units despite an 18.5% year-over-year decline, highlighting the fierce competition in the market, while Tesla's Cybertruck saw a 48.1% drop in sales.
- New Model Launch: Tesla unveiled a 7-seater version of the Model Y, priced at an additional $2,500, expanding its product line, while the 6-seater Model Y L launched in China has proven successful, indicating Tesla's potential for global market expansion.
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Analyst Views on F
Wall Street analysts forecast F stock price to rise
14 Analyst Rating
3 Buy
10 Hold
1 Sell
Hold
Current: 13.060
Low
11.00
Averages
13.65
High
16.00
Current: 13.060
Low
11.00
Averages
13.65
High
16.00
About F
Ford Motor Company develops and delivers Ford trucks, sport utility vehicles, commercial vans and cars, and Lincoln luxury vehicles, along with connected services, including BlueCruise (ADAS) and security. The Company's segments include Ford Blue, Ford Model e, Ford Pro, and Ford Credit. The Ford Blue segment primarily includes the sale of Ford and Lincoln internal combustion engine (ICE) and hybrid vehicles, service parts, accessories, and digital services for retail customers. The Ford Model e segment primarily includes the sale of its electric vehicles, service parts, accessories, and digital services for retail customers. The Ford Pro segment primarily includes the sale of Ford and Lincoln vehicles, service parts, accessories, and services for commercial, government, and rental customers. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. Its vehicle brands are Ford and Lincoln.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Market Competition Pressure: Toyota faces intense market competition, particularly in the compact pickup segment, with dealers urging the company to introduce a model to rival the Ford Maverick, which would enhance Toyota's production capacity and market flexibility.
- Strategic Implications: The establishment of the new factory would not only alleviate capacity constraints but also enable Toyota to introduce high-margin pickup models, thereby enhancing overall profitability and maintaining a competitive edge in a challenging market environment.
See More
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- Need for Product Line Expansion: Toyota dealers are urging the company to introduce a compact pickup to rival the Ford Maverick, designed based on the popular RAV4 SUV, which would enhance Toyota's production capacity and product flexibility while increasing profit margins and driving sales growth.
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